Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Clark Lovegrove is an investment advisor representative, registered with Osaic Wealth, Inc., with offices in Scottsdale, Arizona, and Worthington, Ohio. Phillip is a Certified Financial Planner™ and provides financial planning, investment management, and pension consulting services to a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations and other businesses. Phillip has been in the industry since 2003 and holds licenses in several states, including Florida, Ohio, and Texas. Phillip's previous experience includes working with FSC Securities Corporation, The Huntington Investment Company, and Fifth Third Securities, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OH
01/02/2024 - Present
Osaic Wealth, Inc. (WORTHINGTON OH)
OH
08/05/2016 - 11/03/2023
FSC SECURITIES CORPORATION (WORTHINGTON OH)
OH
07/30/2009 - 08/10/2016
THE HUNTINGTON INVESTMENT COMPANY (WORTHINGTON OH)
OH
04/25/2005 - 08/14/2009
FIFTH THIRD SECURITIES, INC. (COLUMBUS OH)
GA
01/06/2003 - 12/31/2003
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 10/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/04/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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